Monday 19th September 2022
15Sep
19Aug
Supporting Customers Facing Financial Difficulty Course – 6th October 2022 9am-12.30pm
This Half-day course is ideal for those in Sales, Customer Service, Accounts, Team leaders and management who have responsibility for identifying and dealing with customers who have or are in potential vulnerable situations or circumstances. It is also ideal for any Vulnerable Customer Champions, or for those with a Training...
19Aug
An introductory overview of Commercial Package Insurance – 22nd September 2022 3-5pm
Ideal for those who have not had any formal training in this area, or as a refresher. Some firms may also find it useful to include as part of their induction programmes. This two-hour on-line training session will provide a practical look into the various sections of a typical commercial...
19Aug
Samaritans and the Power of Listening – 31st August 2022 (12-1pm)
Active listening is one of the most useful tools to use especially in challenging conversations. In this presentation we will look at some of the listening challenges in your work and explore how active listening can help. This session is useful for anyone dealing with staff, customers, team members, or even...
19Aug
Finding me in Menopause – 30th September 2022 12pm-1pm
This is our fourth wellbeing session. You can see we are more than a firm offering compliance support and training. Staff wellbeing is important, and these FREE sessions are aimed at helping our clients and their staff. They are free, so grab them. Some firms may want to incorporate these...
04Aug
We came, we saw, we conquered…! Tough Mudder 2022!
Create Solutions got physical on 31st July, the team worked together and completed the 10k Tough Mudder event in Skipton. …It was definitely no walk in the park! The team tackled 20 challenging obstacles over a 10k course; known as the world’s best obstacle course & mud run. Most of the individual...
03Aug
FCA confirms new rules to improve oversight of Appointed Representatives (PS22/11)
The FCA has published their policy statement on Improving the AR Regime (PS22/11) giving firms a 4 month window to implement the requirements. The key outcomes the FCA are seeking: Principals understand their responsibilities in relation to ARs, have stronger and better oversight of, and take more effective responsibility for, their...
29Jul
FCA writes to firms on Product Governance and Fair Value expectations and actions ahead of the 30 September 2022 deadline for fair value assessments.
The FCA has written to firms to lay out their Product Governance and Fair Value expectations and actions (manufacturers and distributors) following a multi-firm-review ahead of the 30 September 2022 deadline for fair value assessments. ****The letters were both written on 29 July: The FCA expressed its dismay to insurance manufacturers for...
27Jul
The FCA has confirmed its plans to bring in a new Consumer Duty; FG22/5 Final non-Handbook Guidance for firms on the Consumer Duty is released
The Duty will include requirements for firms to: end rip-off charges and fees make it as easy to switch or cancel products as it was to take them out in the first place provide helpful and accessible customer support, not making people wait so long for an answer...
15Jul
Bitesize session – Assessing the Competence of your staff – 18th August 2022 (10-11am)
Create Solutions are delighted to offer this FREE 1-hour Bitesize session for our clients on the topic of Assessing the Competence of your staff. FCA see having competent staff as a cornerstone of firms delivering good outcomes for consumers. As such, the subject has its own part of the FCA Handbook,...
